Boca Raton stands apart from every other city in Palm Beach County. With a median household income above $106,000, average home values approaching $850,000, and nearly one in four households earning $200,000 or more, the tax conversations that happen here are fundamentally different from anywhere else in the region. Executives with complex compensation packages, retirees managing seven-figure portfolios, real estate investors holding multiple properties across Mizner Park and Royal Palm Yacht Club, business owners running operations near the Boca Raton Innovation Campus, and Florida Atlantic University faculty all need a tax preparer who can handle nuance rather than just fill out forms.
At Nexus United Inc, we provide professional tax preparation, financial consulting, accounting, bookkeeping, payroll, and business advisory services for Boca Raton residents and businesses. Our office is located at 1892 Abbey Road, West Palm Beach, FL 33415, less than 30 minutes north of central Boca Raton along I-95. We serve clients in person, by drop-off, and through fully virtual engagements with an encrypted document portal.
Whether you need help with a complex individual return, year-round bookkeeping for a Boca-based business, S-Corp tax planning, federal contracting certifications, or a multi-year tax strategy that coordinates investments, real estate, and retirement, our team is built for this level of work.
Call (855) 639-8740 to schedule a confidential consultation or send us a message, and one of our advisors will respond the same business day.
Our Process
We have refined a transparent process that works at any level of complexity:
- Free initial consultation by phone, video, or at our West Palm Beach office, with full confidentiality from the first conversation
- Engagement letter and quote delivered in writing before any work begins, with a fixed fee or transparent hourly rate
- Secure document collection through our encrypted client portal, never by email
- Preparation and senior review by your assigned specialist, with internal review by a senior preparer before any filing
- Walk-through and approval before any return is filed or document submitted
- Year-round availability for IRS notices, quarterly estimates, mid-year planning, and follow-up work
Most individual returns are completed within 5 to 7 business days of receiving complete documents. Complex multi-source individual returns and business returns generally take 10 to 14 business days, sometimes longer for sophisticated planning scenarios.
Tax and Financial Services for Boca Raton
We deliver 15 services covering the financial complexity of Boca Raton individuals, families, executives, retirees, and small businesses.
1. Business Plan Development
We build investor-ready business plans for Boca entrepreneurs covering market analysis, financial projections, capitalization tables, and funding strategy. Boca’s strong startup and venture community demands plans that hold up under serious investor scrutiny, and our deliverables are written to that standard.
2. Accounting Services
Boca businesses need accounting that supports real decisions, not just tax filings. We deliver accurate financial statements, management reporting, cash flow analysis, and audit-ready records that work for owners, investors, and lenders alike. Our work integrates cleanly with QuickBooks Online, Xero, and NetSuite for growing companies.
3. Consulting and Advisory Services
For Boca owner-operators considering an entity restructure, an acquisition, succession planning, or a strategic pivot, our advisory work provides outside perspective grounded in real financial analysis. We work with founders preparing to exit, second-generation owners stepping in, and professional service firms growing past initial scale.
4. Bookkeeping Services
Clean books are the prerequisite for every other financial decision. Our monthly bookkeeping covers transaction categorization, bank and credit card reconciliation, financial statement preparation, and audit-ready record keeping for Boca businesses ranging from solo professional practices to multi-million-dollar operations.
5. Business Development Services
Growth in a market as competitive as Boca takes strategy. Our business development services help local owners build referral networks, refine pricing, identify new contract opportunities, and pursue federal procurement programs that match their capabilities. We function as a strategic partner, not just a vendor.
6. Business Certification
The right certification opens doors to set-aside contracts and supplier diversity programs unavailable to uncertified businesses. We help eligible Boca companies pursue MBE, WBE, DBE, 8(a), HUBZone, and SDVOSB certifications, including documentation, applications, and renewals.
7. Human Resources Services
Growing past five or ten employees changes everything about how a Boca business has to operate. Our HR services cover employee handbooks, onboarding documentation, I-9 management, Florida and federal labor law compliance, executive compensation structuring, and HR policies built for professional services firms and growing companies.
8. Payroll Services
Full-service payroll for Boca employers, including direct deposit, federal and FICA withholdings, quarterly Form 941 filings, annual W-2 and 1099-NEC issuance, and Florida reemployment tax (RT-6) reporting. We handle owner-operator S-Corp payroll, executive compensation, deferred comp, and multi-state payroll for businesses with remote teams.
9. Corporate Foundation
Boca is home to one of the most active philanthropic communities in Florida. We help business owners and high-net-worth families establish private foundations, donor-advised funds, and charitable LLCs, with full IRS Form 1023 preparation and ongoing Form 990 compliance.
10. GSA Services
A GSA Schedule (Multiple Award Schedule) opens federal contracting worth billions annually. We help qualified Boca businesses prepare GSA applications, build pricing schedules, and maintain compliance with federal contracting requirements through SAM.gov and the GSA eOffer portal.
11. Minority Business Enterprise Certification
MBE certification through NMSDC, the State of Florida, or local agencies gives minority-owned Boca businesses access to corporate supplier programs and contract set-asides. We manage the documentation, application, and renewal process from start to finish.
12. Women’s Business Enterprise Certification
WBE and WOSB certifications recognize women-owned businesses and qualify them for Fortune 500 supplier programs and federal contracting opportunities. We guide Boca women entrepreneurs through WBENC, SBA, and state-level certifications with complete documentation.
13. Incorporation Services
Forming the right entity in Boca is often more complex than a simple LLC filing. We handle entity selection between LLC, S-Corp, C-Corp, and limited partnership structures, articles of organization, EIN registration, operating agreements, S-Corp elections, registered agent service, and out-of-state qualification when needed.
14. Disadvantaged Business Enterprise Certification
DBE certification opens federal transportation and infrastructure contracting opportunities for qualified Boca businesses. We prepare the financial disclosures, ownership documentation, and personal net worth statements required by the Florida UCP and federal agencies.
15. Small Business Administration Services
The SBA offers loan programs and certifications that can transform a Boca business. We help eligible owners access SBA 7(a) and 504 loans, prepare 8(a) Business Development applications, qualify for HUBZone designation, and navigate SBDC and SCORE resources at the right stage of growth.
Why Boca Raton Residents and Businesses Choose Nexus United
Boca clients have options. National firms, large regional CPA practices, and solo accountants all compete here. What sets us apart is the combination of services and the way we deliver them:
- Sophistication without overhead. We deliver the planning depth of a large CPA firm without the partner-level billing rates. Most Boca clients pay 30 to 50 percent less than they would at a Mizner Park boutique firm for the same scope of work.
- All 15 services under one roof. Tax prep, bookkeeping, payroll, business formation, and federal certifications are handled by the same team. You stop coordinating between an accountant, a payroll vendor, a business attorney, and a consultant.
- Year-round availability. IRS notices, quarterly estimates, mid-year planning, equity compensation events, and real estate closings happen throughout the year. We respond all 12 months, not just January through April.
- Discretion and security. High-income returns require discretion. All document exchange happens through an encrypted client portal, never email, and we operate under strict client confidentiality.
- Familiarity with Boca’s actual economic mix. We work with FAU professors, tech professionals from the BRIC corridor, executives commuting to Fort Lauderdale or Miami, retirees relocating from New York and New Jersey, and small business owners running operations across all nine Boca ZIPs.
- Multi-state expertise. Many Boca residents maintain ties to higher-tax states. We file part-year and non-resident state returns and help establish bulletproof Florida residency.
Specialized Tax Situations We Handle in Boca Raton
Boca clients tend to bring complexity that simpler local markets do not. Here are the situations we handle frequently:
High-income individual returns. With Boca’s median income well above national norms and a substantial share of households earning $200,000+, we routinely prepare returns involving AMT exposure, the Net Investment Income Tax, additional Medicare tax, phase-outs of itemized deductions, and charitable deduction strategies including donor-advised funds and qualified charitable distributions.
Executive compensation. Boca is home to executives at Office Depot, ADT, Cancer Treatment Centers of America, Modernizing Medicine, and dozens of other corporate headquarters. We handle restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NQSOs), 83(b) elections, deferred compensation plans, golden parachute payments, and SERPs.
Retirees with substantial portfolios. With nearly 25% of Boca residents over age 65, we frequently prepare returns involving required minimum distributions (RMDs), Roth conversion strategies, qualified charitable distributions (QCDs), Social Security taxation, IRMAA Medicare surcharge planning, and multi-state pension income from former careers in New York, New Jersey, Connecticut, Massachusetts, and Illinois.
Real estate investors. Boca’s strong investment property market generates complex returns. We handle Schedule E rental income, cost segregation studies, 1031 like-kind exchanges, opportunity zone investments, depreciation recapture planning, short-term rental tax treatment under Section 469, and the real estate professional designation.
Multi-state and snowbird filings. Many Boca residents split time between Florida and other states. We file part-year and non-resident state returns, properly establish Florida domicile, and help clients avoid the dual-state audit risks that catch unprepared retirees.
Small business owners. From medical and dental practices near Boca Regional Hospital to professional services firms in Mizner Park and tech companies in the BRIC corridor, we file S-Corp, C-Corp, partnership, and single-member LLC returns and provide year-round bookkeeping and payroll support.
International filings. With 22% of Boca residents foreign-born, we handle FBAR (FinCEN Form 114) filings, Form 8938 statements of specified foreign financial assets, foreign-earned income exclusions, and treaty-based positions for clients with international assets and ties.
Contact Our Boca Raton Tax Specialists
If you are searching for a tax preparer in Boca Raton who can handle complexity without partner-level billing rates, we would be glad to help. Our team works with high-income professionals, executives, retirees, real estate investors, and small business owners throughout Boca and the surrounding Palm Beach County communities.
📞 Phone: (855) 639-8740
📠 Toll-Free Fax: (855) 221-7924
📧 Email: united@nexusbusinesses.com
📍 Office: 1892 Abbey Road, West Palm Beach, FL 33415 (serving all of Boca Raton) 🕐 Hours: Monday to Friday, 9:00 AM to 6:00 PM